Fair or not, most people are skeptical of financial firms. When building a legacy, you don't need a coach or a cheerleader. And you don't need a quiz to figure out your retirement goals. You need a team of trusted experts ready to go to work for your very specific set of goals and concerns. A team that will identify opportunities, answer hard questions, and answer the phone whenever you call.
You need Windsor Wealth Management. We are aware of the obstacles in your way, and how to scale them. We help you identify opportunities, avoid pitfalls, and make sure you arrive at your destination safely. We're just as invested in your success as you are. That's why Windsor takes care to be 100% transparent and show full accountability.
You need Windsor Wealth Management. We are aware of the obstacles in your way, and how to scale them. We help you identify opportunities, avoid pitfalls, and make sure you arrive at your destination safely. We're just as invested in your success as you are. That's why Windsor takes care to be 100% transparent and show full accountability.
Services
The Windsor Group is a wealth management firm that focuses on clients with high-reaching goals. People trust us for three reasons: First, we don't work on commission, so we can provide truly unbiased advice. Second, we have an amazing team. We're tech savvy, we do our homework and we have deep knowledge in lots of different areas.
During our 30 years of growth, Windsor Wealth Management has embraced technology while keeping our relationships personal. With Windsor, successful individuals and institutions with ambitious capital goals can expect a relentless ally. Our business model allows us to be just as invested in our clients' success as they are.
A graduate of Culver Military Academy and Purdue University, "Chap" serves as Co-Founder and Managing Principal of Windsor Wealth Management. He originated the idea for the firm, co-founded it in 1986, and initially created. Randy is co-founder and a Managing Principal of the firm.
He is a knowledgeable financial advisor who has over 30 years of insight and experience successfully managing clients' individual financial situations through constantly.A cum laude graduate with a Bachelor's degree in finance from Butler University, Brian has been instrumental in the ongoing development of Windsor Wealth Management's Investment Services Division and serves the firm as.
He is a knowledgeable financial advisor who has over 30 years of insight and experience successfully managing clients' individual financial situations through constantly.A cum laude graduate with a Bachelor's degree in finance from Butler University, Brian has been instrumental in the ongoing development of Windsor Wealth Management's Investment Services Division and serves the firm as.
You know not to put all your eggs in one basket-why would you invest in just one place? That's why we help our clients grow their wealth with a multi-manager and multi-fund approach. This helps you ride the waves of uncertain markets and to put the best experts in each area of wealth management in your corner.
At Windsor Wealth Management, we take the complex world of financial services and boil it down to a simple principle: we understand your needs and find the best way to meet them. Some firms will try to take a one-size-fits-all approach, but that will not help you reach your goals. Personalized attention is not the only unique thing about our financial planning services.
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Zara Van Daalen
Jun 28, 2019
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